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Disclosery

AE Wealth Management LLC: AVRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AVRE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 56,224 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,224 shares
    Change vs previous 13F +11,924 shares

    0.01% of the 13F portfolio, value $2,663,876.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,300 shares
    Change vs previous 13F +4,181 shares

    0.01% of the 13F portfolio, value $1,950,090.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,119 shares
    Change vs previous 13F +11,663 shares

    0.01% of the 13F portfolio, value $1,746,392.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,456 shares
    Change vs previous 13F +8,006 shares

    0.01% of the 13F portfolio, value $1,265,744.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,450 shares
    Change vs previous 13F +9,836 shares

    0.01% of the 13F portfolio, value $903,062.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,614 shares
    Change vs previous 13F +5,686 shares

    <0.01% of the 13F portfolio, value $456,500.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,594.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).